Intergy Private Wealth, LLC

RIASEC Registered

Total AUM

$603M

Discretionary

$582M

97% of AUM

Avg account

$262K

Accounts

2,298

Employees

10

Advisory reps

5

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 315698
Registered since: September 17, 2021
Website: intergywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.2%
Individuals19.08%
Pension & Profit Sharing Plans0.32%
Charitable Organizations0.25%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intergy Private Wealth, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, delivering financial planning and portfolio management across individual, small-business and institutional relationships. Its advisory services include pension consulting and the selection of third-party advisers. Intergy uses a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds80%
Exchange Traded Equities13%
Cash & Cash Equivalents4%
State & Local Bonds2%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Christy Kong-eaton
Founder & CEOCRD 4908230
Charles Dunn
CEO & Managing PartnerCRD 5663087

Contacts

3 of 3

Cole Anderson
Wealth AdvisorCRD 7027247
Geoffrey Schaefer
Wealth AdvisorCRD 6593230
Mark Perrault
President & Managing PartnerCRD 5684186

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 79

Active vs passive

$423M in ETFs

Passive

86%

$362M

Active

14%

$60.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$86.8M	117,370	20.54%

Unlock additional holdings →

Primary office

Colorado Springs, CO

El Paso

Location

Colorado Springs, CO

Headquartered in Colorado Springs, CO, in the West of the United States.

Region: West
County: El Paso
Address: 13 S Tejon St
Time zone: MT (UTC-7)
Office locations

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